Compliance Calendar

What it is

The Compliance Calendar lists statutory deadlines such as GST returns, TDS, ITR, ROC and PF/ESI across all your clients. Recurring deadlines roll forward automatically when you mark them filed. Open it from Practice → Compliance. The Practice module must be switched on for your organisation.

Read the page

• Summary cards: Pending, Overdue, Due this month and Filed.
• An 'Overdue compliance' section appears when deadlines have slipped. It shows how many have nobody assigned (so no reminders reach anyone) and how many have no engagement yet.
• Filter chips: All, pending, in progress, overdue and filed.
• Table columns include Filing, Client, Assigned to, Type, Period, Cadence, Due Date and Status.
• Deadlines are also created automatically when you open engagements for services that have a compliance rule.

Add a filing manually

• Click '+ Add filing'.
• Enter a Title and Due Date (both required).
• Choose a Filing Type: GSTR-1, GSTR-3B, ITR, TDS, ROC, Audit, PF, ESI, PT or Custom.
• Choose a Cadence: One-off, Monthly, Quarterly, Half-yearly or Annual.
• Optionally add Period, Jurisdiction, Notes and Reminders (days before), which defaults to 30, 7, 1.
• Click Create. Note that this form does not pick a client; deadlines created from an engagement are tied to the client automatically.

Work a deadline

• Start: moves a pending deadline to in progress.
• Mark filed: completes it. For a recurring deadline a banner confirms the next occurrence and its due date.
• Open engagement: opens the linked engagement, or creates one for a deadline that has a service and a client but no engagement yet.
• Publish to client: publishes that client's current compliance status to the Control Room in their portal.
• Marking an engagement as filed also completes its linked deadline, so you do not need to tick both.

Act on many deadlines at once

Tick the checkboxes beside deadlines (or use 'Select all' in the Overdue section). A bar appears with Assign, Mark filed and Open engagements. After a bulk action, a results window lists what succeeded and what did not. In the Overdue section, 'Unassigned only' narrows the list to deadlines with nobody responsible.

Reminders

Click 'Reminder settings' on the page (Practice settings) to control client deadline reminders by email and WhatsApp, the days before the due date, team reminders (used for deadlines with no reminder days of their own) and awaiting-client reminders. Click 'Save settings' when done. Overdue deadlines are chased on the Compliance page itself rather than by email.

Common problems

• A deadline shows Unassigned: no teammate gets reminders. Assign it, individually or in bulk.
• 'Open engagement' is missing on a deadline: it needs a service and a client linked to it. Manually added filings have neither, so open the engagement from Practice → Engagements instead.
• Compliance is missing from the sidebar: the Practice module is off. An admin can switch it on in Settings under Modules.